EW
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Evoke Wealth’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Evoke Wealth’s Portfolio VYM Stock Details VYM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.65M Buy
17,885
+2,536
+17% +$381K 0.05% 151
2025
Q4 		$2.2M Buy
15,349
+29
+0.2% +$4.13K 0.04% 175
2025
Q3 		$2.16M Buy
15,320
+19
+0.1% +$2.61K 0.04% 160
2025
Q2 		$2.04M Buy
15,301
+3,143
+26% +$398K 0.05% 148
2025
Q1 		$1.57M Buy
12,158
+42
+0.3% +$5.5K 0.04% 155
2024
Q4 		$1.55M Buy
12,116
+8
+0.1% +$1.04K 0.04% 154
2024
Q3 		$1.55M Buy
+12,108
New +$1.49M 0.04% 150
2024
Q2 		– Sell
-10,161
Closed -$1.23M – 394
2024
Q1 		$1.23M Buy
+10,161
New +$1.16M 0.04% 156
2023
Q4 		– Sell
-9,701
Closed -$1M – 367
2023
Q3 		$1M Buy
9,701
+4
+0% +$429 0.04% 177
2023
Q2 		$1.03M Sell
9,697
-956
-9% -$100K 0.04% 160
2023
Q1 		$1.12M Buy
10,653
+1,208
+13% +$130K 0.04% 152
2022
Q4 		$1.02M Sell
9,445
-2,955
-24% -$314K 0.04% 160
2022
Q3 		$1.18M Buy
12,400
+1,005
+9% +$105K 0.05% 140
2022
Q2 		$1.16M Buy
11,395
+56
+0.5% +$6.07K 0.04% 148
2022
Q1 		$1.27M Buy
11,339
+39
+0.3% +$4.35K 0.04% 154
2021
Q4 		$1.27M Buy
11,300
+1,449
+15% +$158K 0.04% 155
2021
Q3 		$1.02M Buy
9,851
+47
+0.5% +$4.97K 0.04% 169
2021
Q2 		$1.03M Buy
9,804
+47
+0.5% +$4.93K 0.04% 173
2021
Q1 		$986K Buy
9,757
+43
+0.4% +$4.15K 0.04% 157
2020
Q4 		$889K Buy
9,714
+57
+0.6% +$4.95K 0.06% 105
2020
Q3 		$782K Buy
9,657
+55
+0.6% +$4.5K 0.06% 101
2020
Q2 		$756K Buy
9,602
+67
+0.7% +$5.21K 0.07% 82
2020
Q1 		$675K Buy
9,535
+54
+0.6% +$4.64K 0.1% 76
2019
Q4 		$840K Buy
9,481
+1,441
+18% +$131K 0.11% 86
2019
Q3 		$713K Buy
+8,040
New +$704K 0.09% 118

Other funds holding VYM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Evoke Wealth's VYM Position: Q1 2026 in Review

Evoke Wealth increased its Vanguard High Dividend Yield ETF (VYM) stake by 17% in Q1 2026, buying an estimated $381K and bringing the position to 17,885 shares worth $2.65M. The position accounts for 0.05% of the portfolio, ranked #151.

Evoke Wealth first reported a position in VYM in Q3 2019 and has held it in 25 quarters since. 2,003 funds tracked by Wall St. Rank hold VYM as of Q1 2026.

  • Evoke Wealth held 17,885 shares of Vanguard High Dividend Yield ETF worth $2.65M as of Q1 2026.
  • Evoke Wealth bought 2,536 Vanguard High Dividend Yield ETF shares in Q1 2026, an estimated $381K.
  • Vanguard High Dividend Yield ETF made up 0.05% of Evoke Wealth's portfolio in Q1 2026, its #151 holding.
  • Evoke Wealth first reported a position in Vanguard High Dividend Yield ETF in Q3 2019 and has held it in 25 quarters since.
  • 2,003 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q1 2026.

Based on Evoke Wealth's 13F filing for Q1 2026, filed 15 May 2026.